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Energy War: Who Controls The Transition To Renewables?

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Summary

From coal’s industrial furnaces to oil’s petro-states, from nuclear ambition to the promise of renewables, energy has always been more than heat or light. It has been lifeblood, geopolitical weapon, social contract, ecological wound and contest over power. The transition to renewables can widen sovereignty or deepen dependence. If 21st century proclaims a horizon beyond carbon, its path is no less marked by the unfinished weight of past choices. Every reckoning with energy is a reckoning with the world, its markets and states, its crises and revolutions, its myths of progress and its shadows of constraint.

Selected Pull Quotes

No energy system rests on a single creed. It is stitched from rival visions of states, markets, and the planet. Its future is nothing less than a struggle over whose doctrine will prevail

In many parts of the world, oil is the ground on which institutions rest, and the fuel through which identities are sustained and communicated. It taught the world that dependence can become vulnerability. Critical minerals and electrons may teach the world the same lesson in another form

Russia’s bet on the Global South’s thirst for hydrocarbons is that oil and gas will fade slower than the world declares. Vienna and Riyadh are still sites where expectations, anxieties, and signals are at stake for a world still dependent on combustion

It takes more than a vein of lithium and cobalt, however vast, to mint new Saudi Arabias at scale

The geopolitics of energy has stretched to lithium, rare earths, uranium, and nuclear technologies: resources which ignite conflicts from the highlands of Bolivia to the deserts of Niger to the seabed of Asia

Hydrogen is the lightest element on the periodical table. But in energy systems, it carries some of the heaviest expectations and ambitions distilled into a molecule

Whether renewables liberate or exploit depends on how extraction of cleantech minerals is governed. A reminder that green colonialism is not a metaphor but a risk

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